Client Login

Welcome to the SS&H Client Login Center!

At SS&H, we have two online tools for our clients to utilize to securely send and receive confidential information.

Client Portals

The first option is our Client Portal. A portal enables you to upload documents to us and retrieve documents from us via the web, making the exchanging of files easier, more efficient, and more secure for our clients. The portal file exchange automatically encrypts documents, protecting your personal and proprietary information. In addition, the portal gives the ability to exchange files that may be too large to email. Access to your portal requires the input of a user name and password, and is the most beneficial if large amounts of data, or data for multiple companies, are being transferred consistently throughout the year. The portal also enables you to access your documents securely 24/7. This space can be used to securely access copies of tax returns, financial statements and other documents that you or we request.

If you have already established your username and password, select the "Portal" button above to login to your Client Portal!

If you have not yet been provided with your login information and would like to sign up, please contact your SS&H professional.

Once you have successfully logged into the portal, you may begin sharing documents with us.

For more information about using your portal, make sure to take the new user tour at first login! You can also find instruction on using the portal in this Portal User Guide. If you still have questions, please contact your professional at Shepard Schwartz & Harris - we are happy to give additional instruction on using your Client Portal if needed!

Share Safe File Transfer

In addition to Client Portals, we also have a secure file transfer solution called Share Safe that can be used for occasional transfers of data. Just like the Portal, Share Safe also enables you to upload documents to us and retrieve documents from us via the web, making the exchanging of files easier, more efficient, and more secure for our clients. Share Safe also automatically encrypts documents, protecting your personal and proprietary information. However, you do not need to establish a username and password to use Share Safe. Documents shared via Share Safe can only be accessed and downloaded through a link received via email for up to 30 days.

Select the "Share Safe" button above to send a file to a SS&H professional!

After entering some identifying information and the Secure Code displayed on the screen, you’ll be directed to a page where you can choose the recipient and upload the file.

Signed e-file authorizations related to your tax return should be directed to Efile Administrator, SS&H.

If you have any questions, please contact your professional at Shepard Schwartz & Harris - we are happy to give additional instruction on using Share Safe if needed!